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Referral Partner Program

At Signature Tax & Bookkeeping LLC, our father-and-son team is proud to partner with professionals who want their clients, employees, or community members to receive trustworthy, personalized tax support. For more than three decades, Luis R. Herrera and Alan Herrera have built a reputation for honesty, technical expertise, and exceptional one-on-one service. Our referral partners know their clients will be treated with respect, compassion, and clarity—qualities that define our firm and the way we do business.

Why Refer to Signature Tax & Bookkeeping LLC?

Referring to us means connecting people with a tax team that genuinely cares. Every client works directly with the same two advisors year after year, ensuring continuity, accuracy, and a true understanding of their financial situation. We take the time to explain tax concepts in plain language, walk clients through their options, and offer strategies that support both immediate needs and long-term goals.

Our experience spans small business tax preparation, year-round planning, bookkeeping, IRS representation, and guidance for startups and trucking companies. Alan’s corporate banking background allows us to help business owners strengthen financial documentation and lending readiness—an added benefit for entrepreneurs seeking funding or expansion. Combined with Luis’s decades of IRS experience, we provide comprehensive support for clients facing audits, notices, or complex tax challenges.

Who We Work Well With

We welcome referrals from:

  • Financial advisors

  • Bookkeepers and accountants

  • Attorneys

  • Insurance professionals

  • Loan officers and mortgage specialists

  • Business consultants, coaches, and startup advisors

  • Transportation and logistics professionals

  • Community organizations, including those serving Hispanic families and small businesses

If your clients need dependable tax preparation, strategic planning, or help resolving IRS problems, we provide a steady, supportive environment that makes the process easier and less stressful.

Our Promise to Your Clients

Every referral is treated as a high priority. Clients receive transparent communication, clear expectations, and practical guidance they can trust. We never upsell, pressure, or take advantage of anyone’s situation—our focus is on education, empowerment, and long-term financial health.

Become a Referral Partner

If you’d like to introduce your clients to a tax team that values relationships as much as results, we’d love to connect. Reach out today to learn more about partnering with Signature Tax & Bookkeeping LLC and supporting the people you serve with experienced, compassionate tax guidance.

Help Your Friends, Family, and Colleagues Discover Exceptional Financial Services

Thank you for considering referring a friend or colleague to Signature Tax & Bookkeeping LLC tax and accounting services. Your recommendation means a great deal to us, as we take client satisfaction seriously.

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